Managing your panel of patients does not have to be a daunting task when you have the right tools at your disposal. If you are in British Columbia, your Juno EMR includes reports that were built specifically to help you manage your panel. This article will walk you through how to access and use the various tools around panel management.



Accessing the Dashboard


System administrators can access the dashboard for all physicians at the clinic using the administration panel in the Juno interface. Users who are not system administrators can access their own dashboard via the Classic interface, but will not have access to other users’ dashboard. This means that administrative staff members assisting with your chronic care billing must have administrative privileges if they are to run the reports.


To access the dashboard as a system administrator, go through the following steps:


  1. The dashboard can only be accessed from the Juno interface. If you are not using the Juno interface, you will first need to navigate to it by clicking on the ‘Juno’ logo at the top left of your screen. 

  2. At the top of the screen, click on ‘Admin’ to open the administration panel.

    • If you are using a small screen resolution on your device, the ‘Admin’ option will be located under the ‘More’ menu. Simply click on ‘More’, then click on ‘Admin’ to open the administration panel.

  3. On the left, click on ‘Reports’ to expand that tab of the menu.

  4. Click on the ‘Panel Management’ option to open the Panel Management page.


From here, select the name of the provider you want to view the dashboard for using the ‘Provider’ drop down menu, and which report you wish to run using the ’Panel’ drop down menu. Click on the ‘Run Report’ button to run the report and view the results.


To access the billing dashboard as a physician, go through the following steps:


  1. The dashboard can only be accessed from the Classic interface. If you are not using the Classic interface, you will first need to navigate to it by clicking on the ‘Juno’ logo at the top left of your screen.

  2. Hover over the ‘Dashboard’ option located at the top of the screen on the right of the ‘Administration’ option. The available reports will be displayed underneath.

  3. Select which report you want to see by clicking on it.



One Dashboard, Four Panel Management Reports


The various reports associated with the panel management tools are broken down into four different reports:

  1. Doctors PSP - Panel 1

    1. Patient Population - Active Patients

    2. Chronic Disease Management (CDM)

      1. Hypertension

      2. Heart Failure

      3. Diabetes

      4. Chronic Pain

      5. COPD

    3. Polypharmacy - Active Med Count

  2. Doctors PSP - Panel 2

    1. Chronic Disease Management (CDM)

      1. Chronic Liver Disease

      2. Ischemic Cerebrovascular Disease

      3. Ischemic Heart Disease

      4. Advanced Care Planning

      5. Frailty

      6. Chronic Kidney Disease

      7. Osteoarthritis

  3. Doctors PSP - Panel 3

    1. Chronic Disease Management (CDM)

      1. Alcohol Dependence Syndrome

      2. Depression

      3. Anxiety

      4. Dementia

  4. Doctors PSP - Reports

    1. General

      1. Patient Population Histogram

      2. Patient Population - Aggregated Reports (Active Patients, No assigned Primary, Patient Contact), Reports (No assigned Primary, Patient Contact).


The fifth option, the billing dashboard, is covered in a separate article here.



Understanding the Dashboard


Each dashboard report is broken down into various sections. Each of these will show you one or several reports. Combined, they give you an overview of the panel for the selected physician. The guide below will help you get familiar with the different components of the dashboards and how to read them.




  1. This is the title of the report you are currently viewing.

  2. Each report is broken down into various sections which may again be broken down into separate queries.

  3. The pie charts allow you to know at a glance the percentage of your patients who match each criteria as identified by the legend.

  4. Below each pie chart, you will find an ‘options’ drop down which allows you to select the ‘Indicator Info’ (e) option, or the ‘Drill Down’ (f) option.

  5. The ‘Indicator Info’ selection opens an overlay containing details on the specific report run.

  6. Clicking on the ‘Drill Down’ option will take you to a list of patients that can be filtered by various criteria to allow for more in-depth panel management. Batch actions can be performed under this view as well.



CDM Reports - Consider Versus Prevalence


  1. The ‘Consider’ reports are designed to help practitioners find active patients who have not been coded with the specific chronic conditions, but who have a history which suggests they should be. Along with the billing specific data, each of the queries also looks at visit data, laboratory or measurement values, and keywords entered into the encounter notes. In a couple cases other metrics such as prescriptions are also included.


  1. The ‘Prevalence’ reports (h) give the percentage of active patients coded with a specific condition versus the percentage of patients who are not. 


Note: A patient is considered as having been coded with the specific chronic condition if that diagnosis has been entered in the Disease Registry section of their records. If you are not familiar with the disease registry, do not hesitate to consult our guide on using the disease registry to find out more.



Patient Population Reports


The Patient Population reports available on the ‘Doctor PSP - Reports’ panel allow you to find more information regarding your patient panel.


  1. The drill down for the aggregated reports gives you the number of patients matching each criteria. The “Aggregated Patient Contact” report, for example, will give you the number of patients with and without contact information.

  2. The regular report, on the other hand, gives you the regular detailed drill down with a patient list. You can use the “Patient Contact” report to identify charts with missing information and update them directly from the dashboard page by clicking on the demographic number on the left.



Using the ‘Drill Down’ Tool (f)


Clicking on the ‘Drill Down’ option will take you to a list of patients that can be filtered by various criteria to allow for more in-depth panel management. Batch actions can be performed under this view as well. It will look like this:




  1. Select the number of entries you want to see per page using the drop down menu. The default is 10.

  2. Use the drop down menus and the parameter field to filter your patient list:

    1. In the first drop down, select your filtering criteria.

    2. In the second drop down, select how you want the filtering criteria to be applied. 

    3. Enter the keyword or number you want to filter by in the ‘Parameter’ text field. 

    4. Click on the ‘Filter’ button.

    5. Use the ‘Reset’ button to reset the filter and display all patients again.


For example, I could select ‘Age’, then ‘greater than’, then type in ‘23’ before clicking on the ‘Filter’ button. The criteria will read as ‘Age greater than 23’. This would remove all patients that are 23 years old or younger.


  1. The ‘Batch Actions’ menu allows you to perform batch actions on selected records:

    1. Use ‘Select All in View’ to select all records currently visible on the page.

    2. Use ‘Select None’ to clear your selection.

    3. Use ‘Assign Tickler’ to create a tickler for all your selected records at once.

    4. Use ‘Assign {Dx} To Selected’ to assign the diagnostic associated with the report you are currently looking at to all selected records.

    5. Use ‘Assign {Dx} to All’ to assign the diagnostic associated with the report you are currently looking at to all patients.

  2. The table headers identify the content of each column and can be read as follows:

    1. Id: Patient demographic ID in Juno EMR. Clicking on the patient ID in this column opens the patient’s Master File (Classic interface) from which you can access the appointment history, invoice list and eChart using the navigation bar on the left.

    2. Name: Patient name.

    3. Date of Birth: Patient date of birth.

    4. Age: Patient age.

    5. Last Encounter: Last documented encounter for this patient.


Other columns will be included in the report when appropriate, such as the patient status or information pertaining to the chronic diseases associated with each report.

Click on the headers of each table to order the results by the values listed in that column.

  1. Use the drop down menus at the bottom of the page to filter patients and only show the selected value. Selecting a specific number under the ‘age’ column, for example, would filter out all records except those who are currently that age.

  2. Use the page navigator to navigate from one page to the next if you have multiple pages of results.



Important Information to Know


Patients must be assigned to the physician’s panel to be included in the reports. A patient is assigned when their primary physician is selected in the ‘MRP’ (Juno interface) or ‘Doctor’ (Classic interface) section of their records.